AXON

Axon Enterprise, Inc.

IndustrialsAerospace & DefenseNASDAQ

$448.72

+$67.77 (15.10%)today

Conviction

0/ 10

Fair Value$735.01

Upside+63.80%

Signal0

Market Cap$30.6B

52W Range$380.12–$885.92

Next EarningsMay 6

Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$49.20

Current Price$429.94

Upside / Down-88.6%

P(Undervalued)0.0%

P(20%+ Up)0.0%

P(15%+ Down)100.0%

Fair Value Distribution — percentile bands

0.0% of simulations place fair value above current price

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Quick Take

Axon Enterprise, Inc.

Trailing P/E249.1x

Forward P/E36.1x

P/S11.0x

EPS (TTM)$1.53

Analyst Target$735.01

Analyst Upside63.8%

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Bull Case

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Bear Case

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Research Feed

sec_10kMar 2

Conviction: unchanged

AXON FY2025 10-K: SaaS Platform Expansion + Strategic M&A; Sustained Growth in Law Enforcement TAM

Axon 2025 10-K shows strong SaaS growth (.3B ARR), strategic M&A (Carbyne into NG911), and sustained law enforcement dominance. Material weakness in revenue controls remains unresolved; regulatory ris...